Marcus Smith - Eaton Vance Independent Trustee
| ETO Fund | USD 25.81 0.27 1.06% |
| Age | 55 |
| Tenure | 6 years |
| Phone | 617-482-8260 |
| Web | https://funds.eatonvance.com/Tax-Advantaged-Global-Dividend-Opportunities-Fund-ETO.php |
Marcus Smith Latest Insider Activity
Tracking and analyzing the buying and selling activities of Marcus Smith against Eaton Vance fund is an integral part of due diligence when investing in Eaton Vance. Marcus Smith insider activity provides valuable insight into whether Eaton Vance is net buyers or sellers over its current business cycle. Note, Eaton Vance insiders must abide by specific rules, including filing SEC forms every time they buy or sell Eaton Vance'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Marcus Smith over three months ago Insider Trading |
Eaton Vance Management Performance (%)
The company has Return on Asset of 1.25 % which means that on every $100 spent on assets, it made $1.25 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (7.67) %, meaning that it generated no profit with money invested by stockholders. Eaton Vance's management efficiency ratios could be used to measure how well Eaton Vance manages its routine affairs as well as how well it operates its assets and liabilities.Similar Money Managers
| Showing other executives | One Year Return | ||
| Cynthia Clemson | Eaton Vance National | 61 | |
| Amanda Mooradian | MFS Investment Grade | 41 | |
| Scott Wennerholm | Eaton Vance Tax | 62 | |
| Jonathan Diorio | Blackrock Muniholdings Quality | 41 | |
| Mark Fetting | Eaton Vance National | 67 | |
| Deidre Walsh | Eaton Vance Tax | 50 | |
| Stayce Harris | Blackrock Muniholdings Quality | 62 | |
| Heidi Hardin | MFS Investment Grade | 51 | |
| Mark Fetting | Eaton Vance Tax | 67 | |
| W Kester | Blackrock Muniyield Quality | 70 | |
| Richard Froio | Eaton Vance Floating | 53 | |
| Stayce Harris | Blackrock Muniyield Quality | 61 | |
| Edward Perkin | Eaton Vance Tax | 49 | |
| Scott CFA | Eaton Vance Floating | 65 | |
| Edward Perkin | Eaton Vance Tax | 49 | |
| Robert Fairbairn | Blackrock Muniyield Quality | 56 | |
| Deidre Walsh | Eaton Vance Tax | 50 | |
| Scott Wennerholm | Eaton Vance Tax | 62 | |
| John Clark | MFS Investment Grade | 52 | |
| John Fisher | Federated Premier Municipal | 64 | |
| Keith Quinton | Eaton Vance Risk | 63 | |
Management Performance
| Return On Equity | -7.67 | ||||
| Return On Asset | 1.25 |
Eaton Vance Tax Leadership Team
Elected by the shareholders, the Eaton Vance's board of directors comprises two types of representatives: Eaton Vance inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Eaton. The board's role is to monitor Eaton Vance's management team and ensure that shareholders' interests are well served. Eaton Vance's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Eaton Vance's outside directors are responsible for providing unbiased perspectives on the board's policies.
| William Park, Independent Chairman of the Board of Trustees | ||
| James Kirchner, Treasurer | ||
| Mark Fetting, Independent Trustee | ||
| Maureen Gemma, Vice President, Chief Legal Officer, Secretary | ||
| Richard Froio, Chief Compliance Officer | ||
| Valerie Mosley, Independent Trustee | ||
| Payson Swaffield, President of EVG | ||
| Susan Sutherland, Independent Trustee | ||
| Thomas Faust, Trustee | ||
| Edward Perkin, President of ETO | ||
| Harriett Taggart, Independent Trustee | ||
| Helen Peters, Independent Trustee | ||
| Marcus Smith, Independent Trustee | ||
| Cynthia Frost, Independent Trustee | ||
| Keith Quinton, Independent Trustee | ||
| George Gorman, Independent Trustee | ||
| Scott Wennerholm, Independent Trustee |
Eaton Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Eaton Vance a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -7.67 | ||||
| Return On Asset | 1.25 | ||||
| Profit Margin | (206.10) % | ||||
| Operating Margin | 66.46 % | ||||
| Current Valuation | 464.26 M | ||||
| Shares Outstanding | 16.17 M | ||||
| Shares Owned By Institutions | 9.46 % | ||||
| Number Of Shares Shorted | 5.89 K | ||||
| Price To Earning | 55.93 X | ||||
| Price To Book | 0.99 X |
Pair Trading with Eaton Vance
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Eaton Vance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Eaton Vance will appreciate offsetting losses from the drop in the long position's value.Moving against Eaton Fund
The ability to find closely correlated positions to Eaton Vance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eaton Vance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Eaton Vance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Eaton Vance Tax to buy it.
The correlation of Eaton Vance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Eaton Vance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eaton Vance Tax moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Eaton Vance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Eaton Fund
Eaton Vance financial ratios help investors to determine whether Eaton Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
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